How big is CMP, P.C.'s plan?

CMP, P.C.'s plan reported $7.0M in assets and 47 participants for 2024.

Original filing (PDF)20251015132653NAL0006402688001

CMP, P.C.

Name: CMP, P.C. — Cook Martin Poulson, 401(k) Plan, Form 5500 (2024)
Creator: CMP, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cook Martin Poulson, 401(k) Plan

401(k) retirement plan · CMP, P.C.'s Cook Martin Poulson, 401(k) Plan held $7.0M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Jessica Ludlow signed CMP, P.C.'s 2024 Form 5500 as plan administrator.

Jessica Ludlow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CMP, P.C.'s EIN is 87-0517946.

EIN 87-0517946

Plan number 001

Plan year 2024

ACK ID 20251015132653NAL0006402688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMP, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMP, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CMP, P.C.

EIN

all filings

Address

632 NORTH MAIN STREET · SUITE 2A · LOGAN, UT · 84321

Phone

(435) 750-5566

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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